+87.1%
PR vs AU
+643.7%
-556.6%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.1% | +2.4% | +1.3% |
| 7D | -0.6% | -0.3% | -0.3% | -0.6% |
| 30D | +17.4% | +12.8% | +4.6% | +17.0% |
| 3M | +21.8% | +28.5% | -6.7% | +20.8% |
| 6M | +27.6% | +4.8% | +22.8% | +27.1% |
| YTD | +71.4% | +31.0% | +40.5% | +68.8% |
| 1Y | +78.3% | +81.4% | -3.1% | +72.6% |
| 3Y | +85.5% | +618.4% | -532.9% | +67.4% |
| 5Y | +422.7% | +686.3% | -263.7% | +374.0% |
| 10Y | +87.1% | +664.5% | -577.4% | +70.2% |
| All | +87.1% | +643.7% | -556.6% | +70.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded AU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling